Job Description

To proactively manage a portfolio of clients by fostering strong, trust-based relationships that deliver mutual value and support long-term financial wellbeing.

• Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
• Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.
• Manage the growth of active customer Account Base to increase client base.
• Maximise cross sell opportunities and strengthen client relationships.
• Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
• Comply with governance in terms of legislative and audit requirements.
• Track, control and influence service activities with the specific aim to increase service efficiencies
• Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
• Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per month.
• Provide accurate and reliable sales statistics.
• Manage own development to increase own competencies.

ADDITIONAL REQUIREMENT

Short and Long Certificate of Proficiency

 

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

17/11/26